Autonomous Driving Battery EV
CATL: The Missed Nvidia of Battery and the Playbook for the Next Industrial VC
When Software Ate the World, Manufacturing Built It.
Venture Capital IPO Stock Market
eCommerce
Why SheIn is an Involution, not a Revolution?
SheIn, an e-Commerce hectorcorn, thrives on supply chain involution, not revolution, posing challenges for global e-commerce replication. 电商巨头希音的“内卷”革命
Zines
China’s New Cyber Purge; Starlink’s China Counterpart; Future of Dual-use Tech; Index Controversy; Virus Prophecies…
Notes for generalists
Zines
Kiss and Fly; MSCI Debate, Continued; Ken Liu; Insurance FinTech; Deal, No Deal...
Notes for tech generalists
Zines
Hong Kong, STAR Market, U.S.-China Controversy, MSCI, Guizhou-Cloud, How to Sound like China Expert
A digest on recent noteworthy events in tech advancement and global capital flow
Quantum Computing
Quantum Computing Venture Fundable?
If a cat is either black or white, we receive online ads 80% of the chance we won’t click. If a cat is super-positioned with both possibilities, things just appeared in our minds become a click away, trading at home like a quant is matter of a button to
Venture Capital IPO Stock Market
Economists Never Considered Human Creativity?
You may be surprised to discover that in the past 10 years, overall venture capital return is zero, according to a conversation between Clayton Christensen (Innovator’s Dilemma) and Marc Andreessen (a16z) (a must see video here from StartUp Grind Conference in 2017 Redwood City). It may be even more